Manage individual partner accounts

In this article, we'll go through a partner's profile and explain the various options and settings available.

Find a partner

To find a partner:

1. Log in to Partnero and open the program you want to work with.
2. Navigate to Partners under Reporting and Management.
3. Enter the partner’s name or email address in the search field.
4. Click on the search result to open up their profile:

At the top of the profile, you’ll find the main information about the partner:

• Name and email address;
• Joined date;
• Marketing consent;
• Commission details.

Manage partner details and profile

By clicking on the three dots at the top right, you’ll find the following options:

• Manage - here, you can change and manage various partner details and settings; we'll review each below.
• Suspend - suspends the partner from the program.
• Archive - archives partner profile.
• Delete - deletes the partner account.

Manage partner modal explained

In the Manage modal you can:

Profile tab

• Change partner ID
• Updated Name and Last name;
• Update email address;
• Change partner's password;
• Updated marketing consent;
• Allow the partner to create customers from the partner portal. Read more about this setting here.

Fields tab

This tab is available if you use custom fields in the sign-up or approval forms. The tab will contain the data provided in the custom fields:

You can review and edit the information.

Commissions tab

Here, you'll find the commission settings for the partner and the option to set up custom commission rates.

Read more about custom commissions for individual partners here.

Partner stats, links, and customer activity

The rest of the partner's profile contains the following sections:

• Partner stats: here, you can see the partner's performance:Partner payouts: here, you can switch to the Payouts tab, where you'll find the partner's payout history:
• Partner links: here, you can see, create, and delete all partner links:Read more about direct links here.
• Promotion codes: if the partner has any promotion codes assigned, you will see them listed here:Read more about promotion codes.
• Customer activity: here, you'll find the full list of customers the partner has brought in and find the option to create customers manually.